PTO Balance

Lets you track and manage employees’ paid time off — including accruals, carryovers, usage, and remaining balances — with filters for departments, employees, and date ranges for accurate reporting.


  1. Department Filter- Dropdown to select and filter PTO balances by department.

  2. Employee Selector- Dropdown to choose a specific employee to view their PTO balances.

  3. End Date Selector- Set the cutoff date to calculate PTO hours up to a specific point in time.

  4. PTO Balance Table- Displays each PTO code with its accrual rule, date range, carryover, accrued, used, and remaining balances.

  5. Show Change History- Expand to view the detailed history of PTO accruals, usage, and adjustments for the selected employee.


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